Upvote
Downvote
Client Services Representative I
Share Job
- Suggest Revision
Full-time
- As a member of the Client Services team, our Client Services Representative I is responsible for preparing client paperwork, maintaining client relationships, scheduling meetings, and executing necessary meeting preparation, and maintaining a positive and client-centric approach.
- Our CSR also has the experience and ability to maintain strong relationships with high-net-worth families and companies.
- You will get the opportunity to provide first line of client contact to high-net worth clients with complex AUM.
- You will be proactive in communication, troubleshooting problems, working schedules, organizing meetings, and serving as the liaison between Advisor and client as needed.
- Because you have a high level of pride in your work and strive for accuracy, you will proofread reports, forms, and electronic data for errors.
Active Job
Updated 1 month agoSimilar Job
Relevance
Active